Japonya\u2019n\u0131n ihracat\u0131 Mart ay\u0131nda y\u0131ll\u0131k bazda %11,7 artt\u0131. Bu oran, %11\u2019lik beklentinin \u00fczerinde.<\/p>\n
Sonu\u00e7, ihracat art\u0131\u015f\u0131n\u0131n beklentiden 0,7 puan daha y\u00fcksek oldu\u011funu g\u00f6steriyor. Veriler, ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131yla kar\u015f\u0131la\u015ft\u0131r\u0131l\u0131yor.<\/p>\n
Mart ay\u0131nda beklentiyi a\u015fan %11,7\u2019lik ihracat art\u0131\u015f\u0131, Japon ekonomisinin g\u00fc\u00e7l\u00fc seyrini korudu\u011funa i\u015faret ediyor. Bu olumlu veri, Japon Yeni\u2019nin (JPY) di\u011fer b\u00fcy\u00fck para birimleri kar\u015f\u0131s\u0131nda de\u011fer kazanmas\u0131na yol a\u00e7abilir. G\u00fc\u00e7lenen Yen\u2019den faydalanmak i\u00e7in JPY al\u0131m (call) opsiyonu almak veya USD\/JPY vadeli i\u015flem (futures) s\u00f6zle\u015fmesi satmak de\u011ferlendirilebilir. (Call opsiyon, belirli bir tarihe kadar \u00f6nceden belirlenmi\u015f fiyattan alma hakk\u0131 verir; vadeli i\u015flem, gelecekte belirlenen fiyattan al\u0131m-sat\u0131m taahh\u00fcd\u00fcd\u00fcr.)<\/p>\n
\u0130hracat verisi, \u00f6zellikle Nikkei 225 endeksinde a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek b\u00fcy\u00fck sanayi \u015firketlerinin k\u00e2rlar\u0131 i\u00e7in destekleyici. Nikkei y\u0131lba\u015f\u0131ndan bu yana %7\u2019nin \u00fczerinde y\u00fckselerek 42.000 seviyesini a\u015fm\u0131\u015fken, bu geli\u015fme y\u00fckseli\u015f ivmesini art\u0131rabilir. Bu nedenle, \u00f6n\u00fcm\u00fczdeki \u00e7eyrekte vadesi dolacak Nikkei 225 al\u0131m (call) opsiyonlar\u0131 d\u00fc\u015f\u00fcn\u00fclebilir. (Vade, s\u00f6zle\u015fmenin sona erdi\u011fi tarihtir.)<\/p>\n
Buna kar\u015f\u0131n g\u00fc\u00e7l\u00fc ekonomik hareketlilik, \u00e7ekirdek enflasyonun (enerji ve g\u0131da gibi oynak kalemler hari\u00e7 enflasyon) %2,1\u2019de kalmas\u0131yla birlikte, Japonya Merkez Bankas\u0131 (BoJ) \u00fczerinde para politikas\u0131n\u0131 s\u0131k\u0131la\u015ft\u0131rma bask\u0131s\u0131n\u0131 art\u0131rabilir. S\u0131k\u0131la\u015fma; faiz art\u0131r\u0131m\u0131 veya piyasaya verilen paran\u0131n azalt\u0131lmas\u0131 gibi ad\u0131mlard\u0131r. BoJ\u2019dan \u201c\u015fahin\u201d a\u00e7\u0131klamalar (faiz art\u0131rmaya yak\u0131n, s\u0131k\u0131 duru\u015f) d\u00f6viz piyasalar\u0131nda oynakl\u0131\u011f\u0131 art\u0131rabilir. Bu nedenle USD\/JPY paritesinde straddle almak, yani ayn\u0131 anda al\u0131m ve sat\u0131m opsiyonu almak, fiyat\u0131n iki y\u00f6nde de sert hareket etmesinden faydalanmak i\u00e7in temkinli bir strateji olabilir. (Straddle, y\u00f6n\u00fc de\u011fil hareketin b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc hedefler.)<\/p>\n
Bu d\u00f6viz e\u011filiminin tersine d\u00f6nmesi, bu i\u015flemler i\u00e7in ana risk konumunda.<\/p>\n
VT Markets\u2019ta canl\u0131 hesap a\u00e7\u0131n<\/a>\u00a0ve\u00a0i\u015flem yapmaya ba\u015flay\u0131n<\/a>\u00a0. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" S\u00fcrpriz veri: Japonya ihracat\u0131 Mart\u2019ta y\u0131ll\u0131k %11,7 artarak beklentiyi a\u015ft\u0131. Bu, Yen\u2019i g\u00fc\u00e7lendirebilir; Nikkei\u2019yi destekleyebilir. BoJ\u2019a \u015fahin bask\u0131 artar, USD\/JPY\u2019de oynakl\u0131k; straddle stratejisi \u00f6ne \u00e7\u0131kar.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-45174","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45174","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=45174"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45174\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}